Veritable, L.P. provides wealthy individuals and families with highly informed investment advice and a disciplined framework for making tax-efficient financial decisions. The practice was founded in 1986 and has grown to serve over 200 families and $17.2 billion of assets under advisement. Veritable provides fee-only investment advice and supports a wide range of client financial issues and needs. With over 80 employees (of which 29 are partners), we have a robust team to deliver the expertise, resources, and buying power of a multi-billion-dollar investment office to families that might not otherwise have access.
